Provincial China: Growing Up
September 8th, 2011
Via The Emerging Markets Insight blog, a detailed look at forecasted GDP growth rates for provincial China: China’s underground financial market has grown at an exponential rate to meet demand from credit-hungry small & medium enterprises. Unlicensed loan companies have mushroomed across the country with a high concentration in the Yangtze and Pearl Delta areas, […]
Read more »Indonesia: Fastest-Growing Rich List
September 8th, 2011
Courtesy of The Financial Times, an interesting report on rise of high net worth individuals in Indonesia in the short term: “…The sight of a bright red Ferrari being delivered in Jakarta is still something that attracts attention. But not for long. The number of high net worth individuals will triple in Indonesia to nearly 100,000 […]
Read more »Betting On Mexico’s Middle Class Kids
September 8th, 2011
Via The Financial Times, an interesting look at consumer demographics of Mexico: Who wants to bet on the future of Mexico’s domestic economy? With private-sector economists revising down their 2011 growth forecasts, the number of takers may be starting to dwindle. But Aureos is piling on the chips. This week, the private equity fund management […]
Read more »China’s CNPC Close To Afghan Oil Deal
September 5th, 2011
Via The Globe and Mail, a report that CNPC, the Chinese energy company, is poised to win the first oilfield to be tendered in Afghanistan since the U.S. ousted the Taliban in revenge for sheltering Osama bin Laden a decade ago. As the article notes: “…China’s push into Afghanistan is part of a broader drive […]
Read more »Africa: Miscommunciation With China
September 1st, 2011
Courtesy of Africa-Asia Confidential, a reporton how Chinese communications projects are encountering legal problems from East Africa down to southern Africa: Uganda may miss the East African Community’s deadline of December 2012 for all member states to switch from analogue to digital television. In early August, Uganda’s communications regulator sounded the alarm, saying that the […]
Read more »Zimbabwe: Your Mine Is Mine
September 1st, 2011
Via The Economist, an article on the planned expropriation of mines in Zimbabwe: This is what happened to the farms. The mines may be next A DECADE ago Robert Mugabe’s regime seized most of Zimbabwe’s white-owned commercial farms. The president promised to give the land to the landless, but instead gave much of it […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.